About customer groups

Customer Groups help you organise customers based on their ordering activity, tags, and other criteria. Once a group is created, you can send targeted email messages or apply promotional discounts to its members. There are two types of groups - Filtered or Custom.

Filtered Groups

Filtered Groups automatically update based on selected criteria, making it easy to apply promotions or send emails to relevant customers. Filters include ordering activity, customer tags, delivery zones, email domains, and Government Program (SaH or NDIS) customers.

Custom Groups

Custom Groups allow you to manually select specific customers for promotions or communications. This is useful for engaging with exclusive networks, loyal customers, or community groups.

How to create filtered groups

Step 1: Go to Customers > Groups

In the main menu, click on Customers then click on the Groups tab:

Step 2: Click on Create group

Click on the Create group button:

Step 3: Select Filtered groups

For Group type, select Filtered groups:

Step 4: Add Group name

Give the group a clear name you will recognise (customers won’t see this):

Step 5: Choose a filter

Choose one of the predefined filters and follow the prompts to customise:

Step 6: Save group

Click the Save button to create the group.

How to create custom groups

Step 1: Go to Customers > Groups

In the main menu, click on Customers then click on the Groups tab:

Step 2: Click on Create group

Click on the Create group button:

Step 3: Select Custom groups

For Group type, select Custom groups:

Step 4: Add Group name

Give the group a clear name you will recognise (customers won’t see this):

Step 5: Select customers

Add customers from your database by searching by name then clicking to select:

Step 6: Save group

Click the Save button to create the group:

Additional Information

Need more information? Contact Cookaborough Support:
✉️ [email protected]